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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,302 | $175,259-82.1% | $149,723-79.1% | $139,487-77.6% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.4pp | 80.3%-8.9pp |
| Annual return | 12.14% | 166.82%-154.7pp | 134.50%-122.4pp | 373.84%-361.7pp |
| Employer contribution / active EE | $2,632 | $5,478-52.0% | $4,821-45.4% | $4,755-44.6% |
| Participant deferral / active EE | $8,336 | $6,522+27.8% | $5,682+46.7% | $6,713+24.2% |
| Admin fee / account holder | $362 | $16,158-97.8% | $13,215-97.3% | $11,407-96.8% |